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  • NEW
    When someone’s leaving the org, the transition period can get a little messy. This checklist gives them the clarity they need to exit with their reputation—and yours—totally intact. 
We’ve covered the essential digital housekeeping, from organizing shared drives to the strict "no-fly zone" of downloading or sharing confidential information (even as a “work sample”). 
Share it just-in-time, as soon as notice is received, to set expectations before the packing even starts. It’s a simple gut check to ensure their last two weeks are just as professional as their first!
For a truly airtight exit process, pair this with our Departing Employee Checklists. They’re a perfect fit!
    Parting ways: Your guide to a professional exit
    When someone’s leaving the org, the transition period can get a little messy. This checklist gives them the clarity they need to exit with their reputation—and yours—totally intact.  We’ve covered the essential digital...
    6✨Tokens
  • REFRESH
    This elegant decision tree breaks down the core elements of what shouldn't be made public without approval.
    Is it confidential?
    Your employees handle confidential info all the time. So much so, they can stop "seeing" it as private; it simply becomes... work. This elegant decision tree breaks down the core elements of what shouldn't be made public without approval, helping your...
    8✨Tokens
  • Equip your employees to handle pressure to “get it done no matter what” with confidence and professionalism, and  ensure the org meets its goals the right way.
    Feeling pressure to bend the rules?
    Employees often hear things from coworkers, customers, and bosses that sound like, "get it done, no matter what." This can cause a ton of pressure to cut corners on safety, quality, or policies. To handle these tough situations with confidence and...
    8✨Tokens
  • Avoid that uncomfortable I-have-to-say-yes feeling (and COIs) with this infographic that clearly explains your solicitation policy, showing what’s allowed (like company-sponsored fundraisers) and what isn’t.
    Can I ask my teammates to donate or buy things?
    It’s one of those things that can make work feel…well, awkward. An employee is fundraising for a personal cause or talking up their side biz, and folks feel pressured to chip in—especially if it’s their manager asking. Protect...
    6✨Tokens
  • Announce your newly refreshed Code of Conduct content and features while covering 6 key situations that’ll prompt employees to consult the Code.
    New Code of Conduct
    Announce your new or newly refreshed Code of Conduct in style with this three-piece ensemble!  The top features two sleek adornments that can be tailored to your content and feature updates. Notice how a subtle curve draws the eye lower, where...
    6✨Tokens
  • Equip your teams to make better choices with this powerful decision tree, designed to make spotting inaccurate, misleading, or outdated information simple.
    Should I trust this information?
    It's hard to know what to trust these days, especially with all the misinformation flying around. To help cut through the noise and avoid any cringeworthy decisions, we crafted this simple decision tree. It prompts your teams to check and verify...
    6✨Tokens
  • Elevate your Ethics Ambassador Program, attract new recruits, and get leaders on board with this fab infographic that showcases all the work they do.
    The Power of Ethics Ambassadors
    Already have an Ethics Ambassador Program or just starting one up? Either way, you gotta spread the word! This highly-visual infographic gets to the core of: what ambassadors do how they support the Ethics & Compliance Team the benefits they...
    8✨Tokens
  • Show employees how you protect them from retaliation by outlining key measures like confidentiality and active monitoring for unfair actions with this infographic.
    How we protect you from retaliation
    Do your employees truly trust that they’re protected from retaliation? Many don’t, and a big reason for this is they can’t just magically know what you do to protect them. Cast out any doubts by explaining how you ward off retaliation...
    8✨Tokens
  • This job aid equips teams with the know-how to spot red flags in your supply chain—from environmental hazards and worker mistreatment to outright fraud.
    Supplier Red Flags
    Do your people actually know what vendor behaviors are considered shady? This job aid equips your employees with the know-how to spot red flags in your supply chain—from environmental hazards and worker mistreatment to outright fraud. By boosting...
    6✨Tokens
  • Educate your org on why policies are important, where to find them, and when to check the Policy Library with this succinct infographic.
    Why policies are important (and where to find them)
    Policies are super helpful tools—they boil down complex legal requirements into terms and steps your teams can easily understand. But, if your people don’t know that guidance exists—or why following it matters—they're not...
    6✨Tokens
  • Understanding Microaggressions
    Understanding Microaggressions
    Microaggressions can quietly erode morale, fuel turnover, and expose your organization to legal risks. This infographic provides a clear and actionable guide to understanding, preventing, and addressing these subtle yet harmful behaviors. Use it to...
    8✨Tokens
  • Explain what insider threats are, where they come from, and what red flag behaviors your teams need to bring to your attention.
    Insider threat red flags
    Educate your employees on what insider threats are, where they come from, and some common red flag behaviors.  This infographic kicks things off with a not-so-obvious concept: that insider threats don’t necessarily come from inside the...
    8✨Tokens
  • This guide does the heavy lifting of defining HCPs, outlining what to document, and where to submit all this info (on time)!
    Providing something of value to an HCP?
    When providing payment or something of value to healthcare professionals, transparency is paramount. But to accomplish this, your teams need to gather and report accurate and complete information.  Let this guide do the heavy lifting for you by...
    8✨Tokens
  • Guide your people through important pre-event decision-making and during-event reminders to ensure everyone feels safe, and no one goes off the rails.
    Behavior during business events
    Whether members of your org are attending a holiday party, product launch, or trade show—or anything in between—make sure they know what behavior you expect before attending the event. This infographic guides them on important pre-event...
    8✨Tokens
  • Reassure your folks that secondary employment is generally OK, clarify what might create a problem, and guide them through next steps with this hard-working infographic.
    Starting a side gig or second job?
    Hobbies, interests, and secondary employment… OH MY! Side gigs—from hobbies-turned-hustles to volunteering and traditional employment—can sometimes be viewed as don’t-tell-anyone-or-you’ll-get-in-trouble pursuits, which is...
    8✨Tokens
  • Knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this infographic.
    What is a business record?
    Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic.  It starts with...
    8✨Tokens
  • This checklist outlines everything your employees need to verify before they use ephemeral messaging apps.
    Vanishing Words: A Guide to Ephemeral Messaging
    Ephemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these apps to keep your company out of hot...
    6✨Tokens
  • What concerns should I report to the helpline?
    What concerns should I report to the helpline?
    Sometimes employees aren’t sure what issues they should raise through your helpline so you get everything from “so-and-so walks around barefoot in the office” to “I think my manager might be committing fraud.” This...
    8✨Tokens
  • While employees are not responsible for a teammate’s substance abuse, they ARE responsible for reporting it. Walk your employees through exactly what they need to do if they suspect a coworker is intoxicated while working.

In three steps, this job aid explains that employees should 1) not jump to conclusions or pass judgment, 2) try to move the affected colleague away from a potentially dangerous setting, and 3) let someone know immediately. Plus, it outlines helpful info HR needs to know to investigate. 

This job aid is especially powerful in a manufacturing or construction environment, where safety concerns are paramount. Pair it with Substance abuse red flags or Resources to help with substance abuse for even more impact.
    Suspect substance abuse on the job?
    While employees are not responsible for a teammate’s substance abuse, they ARE responsible for reporting it. Walk your employees through exactly what they need to do if they suspect a coworker is intoxicated while working. In three steps, this job...
    8✨Tokens
  • Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to ease some of your anxiety...  Prepare your employees for the integration with this one-pager that carefully lists everything to do (and not to do) premerger. Share this gun-jumping infographic for extra impact.
    Before a merger or acquisition...
    Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to...
    8✨Tokens
  • Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law).
 
Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits with folks from the other company—like pricing, contract terms, territories, product innovation, or any other strategic plans. That way, you’ll know they’re conducting business the right way and your integration won’t get disrupted by an honest, but illegal, mistake. 

For greater impact, follow this up with our before an integration job aid.
    What not to discuss during a merger
    Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law). Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits...
    6✨Tokens
  • Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk?

While prohibiting the use of AI might sound good, it ignores human nature to find the easiest path forward (and when has prohibition really ever worked anyway, amirite?). 

Give your employees direction with this comprehensive guide before they find themselves up a creek without a paddle. They’ll learn how to avoid disaster and why these steps are necessary. Not just that—they’ll appreciate finding clarity in the murky waters of AI ethics and you’ll know they have the right tools to get through the muck.

Wanna frame this important issue with a mini campaign? Bookend it with the We protect our data and  Notify Privacy when mistakes happen job aids.
    How to use AI Chatbots at work
    Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk? While prohibiting the use of AI might sound good, it ignores human...
    6✨Tokens
  • What is social retaliation?
    What is social retaliation?
    No one likes to feel like an outcast, especially after being brave and speaking up or participating in an investigation. This is the type of retaliation that many employees fear, but it isn’t always clearly covered by non-retaliation policies.This...
    6✨Tokens
  • Speak up: You have options!
    Speak up: You have options!
    Misconceptions around speaking up like, “you have to talk to your manager first” or “you should only go to compliance if someone’s breaking the law” will be a thing of the past with this infographic! Not only does it inform...
    6✨Tokens
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